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| Happy Holidays!! thanks for using AUM13F!! |
| ENZI Wealth LLC
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| CRD # | 315457 |
| SEC # | 801-121746 |
| CIK # | 0001887441 |
| AUM | $424.0 M (2025-03-18) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 512-795-0030 |
| Address | 2406 Lake Austin Blvd Austin, TX 78703 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001887441 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 15.9 | ||
| Cadence Design Systems Inc | 3.3 | ||
| Apple Inc | 3.2 | ||
| Nvidia Corp | 3.1 | ||
| Palantir Technologies Inc | 1.7 | ||
| Amazon Com Inc | 1.7 | ||
| Tesla Motors Inc | 1.2 | ||
| Costco Wholesale Corp /NEW | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Eaton Corp Ltd | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 59.1 |
| (b) Individuals (high net worth individuals) | 140 | 357.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 951 | 424.0 |
| By Discretionary | ||
| Discretionary | 939 | 414.3 |
| Non-Discretionary | 12 | 9.7 |
| Total | 951 | 424.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 424.0 | |
| Total | 951 | 424.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001887441] |
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MKT Advisors LLC
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